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Estate & Trust Services

When it comes to the passing of a loved one, we understand that it is hard to focus on tax issues while you are grieving for the loss of a loved one. You can trust us to apply our knowledge while you heal yourself and your family.

Estate Income Tax Returns

Federal and state estate taxes are a one-time tax imposed on assets of the estate when they exceed the exemptions at the time. The annual tax returns are filed to report income/expenses of the estate’s assets incurred until they are transferred to beneficiaries. We can provide tax planning for the estate and beneficiaries when considering liquidating estate assets.

Trust Income Tax Returns

We prepare revocable and irrevocable trust income tax returns. Trusts can be established during your lifetime or as part of the execution of your will. Trusts can provide a financial path for your loved ones, including minor children, family members with special needs and charitable organizations. We collaborate with you and your trust attorney to ensure your goals are met through the duration of the trust. We provide perspective on the tax filings the trust may face during the life of the trust and upon its conclusion.

We understand you have one opportunity to leave your mark and that your executor is not an attorney or an accountant. We provide support, understanding and compassion. We have more than 20 years of experience working with families on estates and trusts. We have the perspective of hindsight and the benefit of foresight to help you achieve your goals. Estate and trust tax laws change often, you need a firm to rely on; a firm where trust matters.